The Deal Room
Overview
The Deal Room is the single branded link your customer opens to do everything in one place — view the quote, approve it, sign the contract, and pay. No logins. No PDFs lost in an email thread. It looks like your business, and you're updated as your customer moves through it.
What your customer sees
One page with a few tabs:
- Quote — view the quote (and a clean PDF), approve it, or ask for changes. Once it's signed, a Pay Now button appears right here to pay by card.
- Contract — review and sign with an e-signature.
- Messages — message you directly (Pro).
- Activity — a running history of what's happened on the deal.
Your customer never makes an account — they just open the link.
It's branded as you
Your logo, your brand color, your business details, and any legal links you've added. The Deal Room is an extension of your shop, not a Setell page.
You stay in the loop
When your customer opens the quote, approves, signs, or pays, the job moves forward in your pipeline automatically — so you're never guessing whether they saw it.
Turning features on
- E-signature and card payments are available on every plan.
- Deal Room chat is a Pro feature.
- You can set defaults for all jobs, or flip features per job. See
docs/deal-room/branding.
Related
docs/deal-room/quote-approval · docs/deal-room/contract-signing · docs/deal-room/payments · docs/deal-room/branding
Ready to try it on your own quotes?
Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.